+72.5%
HAL vs ATI
+166.0%
-93.6%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.6% | +0.9% | -0.6% |
| 7D | +0.5% | +3.2% | -2.7% | +0.2% |
| 30D | +15.9% | -9.0% | +24.9% | +16.8% |
| 3M | -8.7% | +15.1% | -23.8% | -10.1% |
| 6M | +9.0% | +38.1% | -29.1% | +4.2% |
| YTD | +32.0% | +80.7% | -48.6% | +15.6% |
| 1Y | +72.5% | +167.5% | -95.0% | +34.1% |
| All | +72.5% | +166.0% | -93.6% | +34.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ATI.
Daily Out/Under-Performance
Portfolio return minus ATI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ATI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded ATI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling